Aric Truax, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 519-885-0366

Address

BMO Private Wealth
20 Erb St W
Waterloo, ON
N2L 1T2
Map

Contact Me

Advice for Your Practice or Business

 

 

We can help professionals and business owners to:

  • Plan a tax-efficient succession of their practice or business,
  • Optimize sophisticated strategies such as estate freezes and estate equalization to protect their heirs in an equitable manner,
  • Access capital as needed,
  • Invest their surplus capital from their practice or family business,
  • Assist with the sale of their practice or business to an external party or its transfer to a colleague or family member, and
  • Manage the proceeds from their liquidation event.

 

Acting as your trusted advisor, we will work closely with your accountants and lawyers to quarterback all your financial needs, connect all the dots, shepherd all plans through to execution, and ensure that nothing is overlooked.